Latest News & Analysis

personal-finance
How to position your portfolio after 2025’s everything rally
Investors are facing a shifting global landscape.
How to position your portfolio after 2025’s everything rally
How to position your portfolio after 2025’s everything rally
stocks
Lower fair value on ASX best idea

Lower fair value on ASX best idea

Shares are still undervalued despite drop in profit margins.
etfs
Solid ETF for concentrated Aussie equity exposure

Solid ETF for concentrated Aussie equity exposure

This active ETF earns a bronze rating from our analysts.
personal-finance
Foundations of financial independence Module 7: Monitoring and maintaining your portfolio

Foundations of financial independence Module 7: Monitoring and maintaining your portfolio

Mark LaMonica, CFA goes through the steps to monitor and maintain your portfolio so you are still on track to achieve your goals. 
markets
Chart of the Week: US tech sector still has room to run

Chart of the Week: US tech sector still has room to run

The latest from the Morningstar US team.
personal-finance
How do your savings stack up against others?

How do your savings stack up against others?

With increasing financial transparency subverting norms, have you ever wanted to know how your savings compare to your peers?
stocks
We raise our near-term gold price assumptions

We raise our near-term gold price assumptions

Our coverage remains overvalued.
personal-finance
Foundations of financial independence Module 6: Selecting investments

Foundations of financial independence Module 6: Selecting investments

Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.
markets
2026 US stock market outlook: Where to find investing opportunities

2026 US stock market outlook: Where to find investing opportunities

High valuations, higher stakes: Expecting a volatile 2026.
retirement
First glimpse of revised Division 296 tax

First glimpse of revised Division 296 tax

Meg Heffron shares the impact of the controversial tax.
personal-finance
Young & Invested: 3 things I don’t hold in my portfolio

Young & Invested: 3 things I don’t hold in my portfolio

Why select crowd favourites don’t make the cut.
personal-finance
Get 2026 off on the right foot

Get 2026 off on the right foot

Our best resources for your start of year refresh.
etfs
Future Focus: The hidden bets you’re making as a passive ETF investor

Future Focus: The hidden bets you’re making as a passive ETF investor

You may think you’re a passive investor - but you’re not.
stocks
Apple: Gemini partnership lets AI-worried investors breathe a sigh of relief

Apple: Gemini partnership lets AI-worried investors breathe a sigh of relief

We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.
markets
Fed independence threatened as Trump’s DoJ targets Powell

Fed independence threatened as Trump’s DoJ targets Powell

This is a significant escalation in tension between the president and the Fed chair.
stocks
ASX share ticks all the popular thematic boxes

ASX share ticks all the popular thematic boxes

The shares are overvalued as investors are overly excited about defence and gold exposure.
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